Company Terms
Here you will find all the terms regarding Company but also Payments & Expenses.
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7 Day Pace
7-Day Pace refers to the projected revenue or performance output based on the activity of the last 7 days.
14 Day Pace
A rolling forecast of your revenue or output pace based on the last 14 days.
30 Day Pace
A rolling forecast of your revenue or output pace based on the last 30 days.
60 Day Pace
A rolling forecast of your revenue or output pace based on the last 60 days.
A
Accounting Check
A verification conducted by the accounting team to confirm that the payment has been received, correctly processed, and requires no further action.
Adspend
The total amount of money spent on paid advertising.
Affiliate
The name of the affiliate who collaborates with the business and referred the lead.
If you use the filter "by Customer_Email", it will show all Affiliates associated with the customer.
Age
The age range to which the person belongs.
Avg GR /payment
Average Gross Revenue generated per payment received.
Avg NR /payment
Average Net Revenue generated per payment received.
Avg NR/day
Average Net Revenue generated per day.
(%) Avg Discount
The average percentage of discount applied per transaction, calculated across all paying clients.
B
Base_salaries
The base salaries that are paid to the team.
Billing Info
Displays all the customer's billing information.
If you use the filter "by Customer_Email", it will show all the Billing information associated with the customer.
C
CAC
Customer Acquisition Cost — the total cost required to acquire one paying client.
Why is it important?
It’s a core metric for profitability. High CAC reduces margins and limits scalability.
How can you determine if this metric is healthy?
Here’s a quick guide to help you determine whether your performance is on track.
⚠️ Benchmarks may vary by industry or offer, but these are solid general standards.
Great (what excellent performance looks like): <10% of ticket price
Normal (acceptable, but room for improvement): 10% - 20% of ticket price
Bad 🚩: >20% of ticket price
Call/Close Days
The number of days between the sales call and the moment the client closed.
Call Date
The specific date when a Sales Call took place.
Channel
Indicates whether the sale came from a scheduled Sales Call (auto-filled from a Call ID) or was a Direct Close (manually entered from the CRM without a prior call).
If you use the filter "by Customer_Email", it will show all channels associated with the customer.
Coaching Times
The total number of coaching sessions that a client has completed.
Closer
The sales representative who takes sales calls and handles deal closings.
If you use the filter "by Customer_Email", it will show all Closers associated with the customer.
Cold Caller
Sales representative who made the initial contact via cold call and booked the sales call for the closer.
If you use the filter "by Customer_Email", it will show all Cold Callers associated with the customer.
Comm_affiliate
The commissions earned by the affiliate.
Comm_closer
The commissions earned by the closer.
Comm_cold_caller
The commissions earned by the cold caller.
Comm_csm
The commissions earned by the CSM.
Comm_man_affiliates
The commissions earned by the manager of affiliates.
Comm_man_closers
The commissions earned by the closers' manager.
Comm_man_cold_callers
The commissions earned by the manager of cold callers.
Comm_man_csms
The commissions earned by the manager of CSMs.
Comm_man_setters
The commissions earned by the manager of Setters.
Comm_man_triagers
The commissions earned by the manager of triagers.
Comm_marketing
The commissions earned by the marketer.
Comm_ops
The commissions earned by the ops manager.
Comm_partner_1
The commissions earned by the first partner of the business.
Comm_partner_2
The commissions earned by the second partner of the business.
Comm_setter
The commissions earned by the setter.
Comm_triager
The commissions earned by the triager.
Comm_VA
The commissions earned by the virtual assistant.
Commissions
The total amount of money paid in Commissions.
Contracted Revenue
Revenue that has been officially agreed through a signed agreement or confirmed commitment, even if the payment hasn’t been collected yet.
Counterparty
Displays the individuals or entities to whom the business has issued payments.
Country
The person's country of residence.
COGS
Cost of Goods Sold - refers to the direct costs associated with producing or delivering a product or service.
CRM_link
The direct link to the lead's profile in the CRM.
CSM
Client Success Manager — the person responsible for onboarding, supporting, and ensuring the long-term success of clients.
If you use the filter "by Customer_Email", it will show all CSMs associated with the customer.
Current Payments
The number of payments already made by clients that are classified as “current,” meaning they are part of a subscription or recurring payment plan.
(%) CGR
Compound Growth Rate — the average rate at which a metric (e.g., revenue or client count) grows over multiple periods.
Why is it important?
Reflects sustainable growth and smooths out short-term volatility.
How can you determine if this metric is healthy?
⚠️ Benchmarks may vary by industry or offer.
(%) Cost
The percentage of your net revenue that is being paid out in expenses.
D
Date
The specific day when a key action or event occurred.
Deal
The specific payment agreement you have with the customer falls into three categories: Full Pay, Split Pay, and Deposit.
Discounts
The total monetary value is subtracted from standard prices due to discounts offered to clients.
(%) Discount
The percentage of your total net revenue that was granted as discounts.
E
Email_access
The email address of the customer used to access the program when it was granted.
Extra Fees
Extra fees paid.
F
Fees
Fees paid.
from_FU
Indicates whether the sale was closed due to active follow-up efforts.
Full_name
The Full Name of the person.
(%) FEGR (Front End Gross Revenue )
The percentage of your total gross revenue that is collected upfront, typically through full payments made at the point of sale.
Why is it important? It measures the amount of revenue recovered immediately, without relying on payment plans or deferred income. A high FEGR indicates strong cash flow, better financial stability, and lower collection risk — essential in cold traffic environments where upfront commitment signals stronger buyer intent.
How can you determine if this metric is healthy? ⚠️ Benchmarks may vary by industry or offer, but these are solid general standards, particularly when selling through paid traffic:
Great (what excellent performance looks like): >40%
Normal (acceptable, but room for improvement): 35%–40%
Bad 🚩: <35%
(%) Followup GR
The percentage of gross revenue that came from follow-up efforts (not closed on call).
Why is it important?
Indicates how effective your follow-up system is at closing deals and monetizing leads over time.
It helps to know how to improve your follow-up efforts. It's possible that you don’t have an excellent follow-up system.
G
Gender
The gender of the person (male/female).
Graduation Date
Specific date when the customer graduated from the program.
Grad Days
The total number of days it takes for a client to complete the program, measured from the onboarding date to the graduation or completion date.
GR within overtime
Gross Revenue generated over time by new customers acquired in a specific month, measured from the date of their purchase up to the selected end date.
Gross Profit
Net Revenue minus the cost of goods sold; the amount of money left after delivering your product/service.
Gross Revenue
The total amount of money collected from new clients before deducting any processing fees.
Growth VS (%)
The percentage change in performance (usually revenue) compared to a previous defined period.
Why is it important?
Shows whether you're scaling, stagnating, or shrinking, and helps to evaluate previous strategic decisions and guide new ones.
(%) Gross Profit
Percentage of Gross Profit in relation to gross revenue.
I
ID
A unique identifier automatically generated to distinguish a specific record, entry, or event within the system.
If you use the filter "by Customer_Email", it will show all IDs associated with the customer.
IG_link
A direct Instagram link that opens the lead's private message thread, providing instant access to their direct messages.
Invoice
Invoice Generated.
If you use the filter "by Customer_Email", it will show all Invoices associated with the customer.
Invoice_link
Direct URL to the corresponding Invoice.
L
Last Period VS
A comparison between the current period's performance and the last one.
LPTP
Lifetime Pre-Tax Profit is the total profit generated by a customer over the entire duration of their relationship with your business, before taxes are deducted.
LPTP to CAC
LPTP to CAC — the ratio between a client’s Lifetime Pre-Tax Profit and the Customer Acquisition Cost. It shows how many times your acquisition investment is returned in actual profit (before taxes) over the customer’s lifetime.
Why is it important?
It reveals the real profitability of your acquisition strategy, helping you evaluate whether your client acquisition cost is justified based on long-term profit, not just revenue.
How can you determine if this metric is healthy?
Here’s a quick guide to help you determine whether your performance is on track.
⚠️ Benchmarks may vary by industry or offer, but these are solid general standards.
Great (what excellent performance looks like): > 3x
Normal (acceptable, but room for improvement): 2x-3x
Bad 🚩: < 2x
M
Margin_P1
Margin that partner 1 keeps.
Method
Payment method used by each client (e.g., Stripe, PayPal, Crypto, etc).
If you use the filter "by Customer_Email", it will show all methods associated with the customer.
(%) Margin_P1
The margin that Partner 1 keeps as a percentage.
N
Net Profit
The total amount of money your business keeps after all expenses and taxes have been deducted.
Net Revenue
The total revenue received by the business after subtracting processing fees, transaction costs, and any other applicable deductions.
New Clients
The number of individuals or businesses that become paying customers for the first time.
New Contracted Revenue
The total amount of money that new clients agree to pay through a confirmed deal or contract.
New Gross Revenue
The total amount of money paid by new clients. It reflects the full value collected before any fees or expenses.
New Payments
The number of first-time payments made by clients (one-time or recurring).
NOT_filled
It's a validation that checks whether all fields have been correctly filled out.
Notes
Notes to give additional context.
NR / Sales Rep
Net revenue generated per Sales Rep.
(%) Net Profit
Net profit expressed as a percentage of your total revenue.
(%) New_GR
The percentage of total gross revenue that comes specifically from new clients within a given period.
O
Offer
This field specifies the type of offer presented during the interaction with the lead (Offer #1, Offer #2, Offer #3). The exact definitions for each offer type should be referenced in your client folder for consistency and accuracy.
Optin_all
A list of all the sources through which the lead opted in.
Optin/Close Days
The number of days between the lead opting in and the sale being closed.
Optin_date
The date when the lead opted in.
Optin_first
The first channel through which the lead opted in.
Optin_last
The last channel through which the lead opted in.
Onboarding Date
The specific date the client started the onboarding process.
Onb Days
The total number of days it takes for a client to complete the onboarding process is measured.
P
Phone_wa
The lead's WhatsApp number, along with a direct link to start a conversation with them.
Pending Payments
The total amount of payments that are still outstanding and yet to be paid by clients.
Pre-Tax Profit
Total profits made by a company before tax is taken away.
Processing Fees
Payment processing fees refer to fees charged to merchants for processing credit card payments and online payments from customers.
(%) Profit Pre-Tax
Total profits made by a company before tax have been taken away, represented as a percentage.
Q
Quarter Pace
A rolling forecast of your revenue or output pace based on the quarter.
R
Receipt
Payment Receipt of the client.
If you use the filter "by Customer_Email", it will show all receipts associated with the customer.
Refund Payments
All refund payments processed.
(%) Realized_CR
Percentage of all contracted Revenue that has been realized.
(%) Refund
Percentage of all refunds in relation to gross revenue.
(%) ROI
Return on Investment — the percentage of return you earn compared to what you spent to generate it.
Why is it important?
It shows how efficiently you’re turning your expenses (mainly marketing and operations) into profit.
How can you determine if this metric is healthy?
Here’s a quick guide to help you determine whether your performance is on track.
⚠️ Benchmarks may vary by industry or offer, but these are solid general standards.
Great (what excellent performance looks like): >150%
Normal (acceptable, but room for improvement): 100% - 150%
Bad 🚩: <100%
S
Salaries
The total amount of money paid in salaries to employees.
Sales_call_ID
Unique identifiers for each Sales call the customer had.
If you use the filter "by Customer_Email", it will show all IDs associated with the customer.
Set_source
Who or what generated the appointment that led to the call (e.g., ad, affiliate, setter, cold caller, VSL)?
If you use the filter "by Customer_Email", it will show all the sources associated with the customer.
Setter
Setters who booked the call with the lead.
If you use the filter "by Customer_Email", it will show all Setters associated with the customer.
Softwares
The name of the softwares the business uses.
Status
Current payment status of each payment (e.g., Approved, Refunded).
If you use the filter "by Customer_Email", it will show all statuses associated with the customer.
T
Taxes
The total amount of money paid in taxes.
This Month Pace
A rolling forecast of your revenue or output pace based on this month.
This Week Pace
A rolling forecast of your output pace based on this week's Pace.
Total Clients Served
Total Number of Clients.
Total Contracted Revenue
The total amount of revenue that has been agreed upon with clients.
Total Gross Revenue
The total amount of money paid by clients. It reflects the full value collected before any fees or expenses.
Total Net Revenue
Gross revenue minus discounts, processing, and extra fees is the actual revenue retained.
Total Operating Expenses
The sum of all costs to run the business, including salaries, software, adspend, commissions, etc.
Total Payments
Total number of payments received.
Total_Cost_C
The total amount of money paid in commissions to the team (made by the client).
Total_Cost_P1
The total amount of money paid in commissions to the team (made by Partner 1).
Tracking_ID
Unique identifier for the transaction.
If you use the filter "by Customer_Email", it will show all IDs associated with the customer.
Triager
The triager who had a call with the lead.
If you use the filter "by Customer_Email", it will show all Triagers associated with the customer.
Type (Expenses)
Type of expense (commissions, salaries, taxes, etc).
Type (Payments)
Type of payment used by the client (e.g., one-time payment or recurring subscription).
If you use the filter "by Customer_Email", it will show all types associated with the customer.
(%) Tax
The percentage of the business’s net revenue that is allocated to tax payments.
U
UTM_campaign
The name of the campaign that generated the lead. If the lead originated from an ad, this indicates which campaign it was associated with. It identifies the exact campaign.
UTM_content
The variant of content used (e.g., a specific ad, button, or version of the copy). Useful for A/B testing.
UTM_medium
Specific medium within the source that generated the lead (e.g., Instagram DMs, Instagram Ads, paid ads, YouTube video, YouTube ad).
UTM_source
The primary traffic source (e.g., organic, Instagram, Facebook, YouTube). It indicates the platform or network from which the lead originated.
UTM_term
We use it to identify the sales representative who interacted with the lead at any point in the process.
V
VAT
Value Added Tax.
Y
Year Pace
A rolling forecast of your revenue or output pace based on the year.
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